Bookkeeping Plans

Bronze

$400.00/month

monthly reconciliation for one bank account/one cc

  • Transaction categorization

  • Monthly balance sheet and profit & loss statement

  • Client-facing portal

  • Notary Services

Silver

$575.00/month

monthly reconciliation for 2 bank accounts/2 cc

Bronze package plus

  • Outsourced payroll service management & reporting

  • Accounts payable (includes vendor onboarding)

  • Accounts receivable

  • Job costing monthly reports

Gold

$725.00/month

monthly reconciliation for up to 4 bank accounts/4 cc

All lower tiers plus

  • Overhead Profitability Reports

  • End-of-year 1099 reporting

  • Sales Tax Filings

  • Mass Tax connect filings

  • IRS Filings

  • WG/GL Annual Audits

  • Audit/Tax Return Prep for CPA

Need to mix and match?

Let’s talk and customize a plan tailored specifically for your business!